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Actions

In their default configuration, dashboards are an effective, but relatively static decision-making support tool. The information they display only changes when the underlying data refreshes. In an interactive dashboard, you can configure the elements to communicate with one another. This helps dashboards provide more context, and promote better understanding by their intended audiences.

Actions provide a mechanism for dashboard authors to prescribe what happens when an end-user interacts with its elements. When interacting with the dashboard, an end-user can trigger events. There are different types of events: selection change and map extent change. The different elements in a dashboard support different events, while some elements don't support events. The following table outlines which elements support which events. Notice the table includes selectors. These are dashboard elements that can further enhance the interactive capabilities of a dashboard. See Selectors for details.

Event Source Map Extent Change Selection Change

Map

Operational layer from a map

List

Category selector

Number selector

Date selector

Tip:

It's best practice to finish adding elements and making visual refinements to a dashboard before configuring actions.

In addition to a source element, every action has one or more target elements. If the source and target elements are based on different data sources, the relationship between these sources must be established. This can either be an attribute or spatial relationship. In an attribute relationship, a field or value from the source element is used to match field values of the target element. In a spatial relationship, feature geometries from the source element are used to intersect geometries of the target element.

Note:

If the source and target elements are based on the same data source, you don't need to take any steps to establish their relationship.

The following actions are supported.

  • Filter—Reduces the number of features available to the target element or operational layer when it's rendering.
  • Set Extent—Sets the extent of a target map element.
  • Flash Location—Flashes a geographic location on a target map element.
  • Zoom—Causes a target map element to zoom to a specified location.
  • Pan—Causes a target map element to pan so a specified location is centered on.

Some elements, such as map legend and rich text, can't be the source or target of an action. The following table summarizes which elements and layers can be sources or targets of actions. Details on what each of these elements and layers supports in terms of actions and interactivity, based on how you configure them, are covered later in this topic.

Element Action Source Action Target

Map

Map's operational layer

Serial chart

Pie chart

Indicator

Gauge

List

Details

Category selector

Number selector

Date selector

Configure an action

Actions are configured through the source element, which is also the element the end-user will interact and trigger events with. Actions are configured slightly differently for category, number, and date selectors than for other source elements.

For all source elements except these selectors, Configure Actions Configure actions appears in the elements' menus (for details on how to access this menu, see Dashboard layout). The general steps for configuring actions on these elements are below.

  1. Hover over the element and click Configure Actions Configure actions.
  2. For the map element, click the Source drop-down and choose the source of the action. This can be the web map or one of its operational layers.
  3. Click Add Action and choose one of the available actions for that element, such as Filter Filter action.
  4. Click Add Target and choose one of the available targets.
    Note:

    If you provided a name for an available target element while configuring it, this name will appear in the drop-down. Otherwise, the element will be referred to as its element type.

  5. If more than one target is required for the current action, repeat step 4.
  6. If more than one action is required, repeat step 3.
Note:

When you configure an action based on an operational layer's selection change event, the layer selection tool Layer selection tool automatically appears on the map element (i.e. you don't add this tool to the map while configuring it).

The general steps for configuring actions on category, number, and date selectors are below.

Note:

Category, number, and date selectors can only be added to the header or left panel while configuring those elements, rather than through the Add Add menu. See Selectors for details.

  1. Hover over the selector and click Configure Configure.
  2. Click the Actions tab.
  3. Click Add Action and choose an available action.
  4. Click Add Target element and choose an available target.
  5. If more than one target is required for the current action, repeat step 4.
  6. If more than one action is required, repeat step 3.

How you configure the source and target elements in your dashboard determines the types of actions you can configure for it. The following sections outline the possible actions you can configure based on the configuration of your source and target elements. If a specific source-to-target pair is not listed, that type of interaction is not possible in a dashboard.

Map element

You can configure the following actions to occur in response to the event of a change in the map's extent. The source map's extent is used when setting the extent of another map, or applying a spatial filter to another type of target element. See Map element and tools for details.

Source ElementTarget ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

Map

Map

Set Extent

Map's operational layer

Filter (Spatial)

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

Operational layer

You can configure the following actions to occur in response to an operational layer's selection changing.

SourceTarget ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

Operational layer

Map

  • Zoom
  • Pan
  • Flash Location

Map's operational layer

Filter (Attribute or Spatial)

Note:

When the source layer has the geometry type of polygon, a spatial filter can be applied to the target element. Point and line features cannot be used to apply spatial filters though.

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

List element

You can configure the following actions to occur in response to a list's selection changing.

Source ElementTarget ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

List element

Map

  • Zoom
  • Pan
  • Flash Location

Map's operational layer

Filter (Attribute or Spatial)

Note:

If a list is configured with a data source that's a feature layer rather than a table, the feature geometries are available to Operations Dashboard and a spatial filter can be applied to the target element. This is only true for features with the geometry type of polygon (point and line features cannot be used to apply spatial filters).

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

Category selector

You can configure the following actions to occur in response to a category selector's value changing (i.e. a selection change event) when the source configuration option is Categories from Features.

Source Configuration OptionTarget ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

Categories from Features

Map

  • Zoom
  • Pan
  • Flash Location

Map's operational layer

Filter (Attribute or Spatial)

Note:

When the source selector is configured for Categories From Features the feature's geometry is available to Operations Dashboard and a spatial filter can be applied to the target element. This is only true for features with the geometry type of polygon (point and line features cannot be used to apply spatial filters).

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

You can configure the following actions to occur in response to a category selector's value changing (i.e. a selection change event) when the source configuration option is Categories from Grouped Values.

Source Configuration Option Target ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

Categories from Grouped Values

Map's operational layer

Filter (Attribute)

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

You can configure the following actions to occur in response to a category selector's value changing (i.e. a selection change event) when the source configuration option is Categories from Fixed Values.

Source Configuration Option Target ElementTarget Configuration OptionTarget Sub-ElementPossible Action(s)

Categories from Fixed Values

Map's operational layer

Filter (Attribute)

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

Number selector

You can configure the following actions to happen in response to a number selector's value changing (i.e. a selection change event).

Source Element Target Element Target Configuration Option Target Sub-Element Possible Action(s)

Number selector

Map's operational layer

Filter (Attribute)

List

Details

Serial chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category selector

Categories from Features

Categories from Grouped Values

Numeric selector

Limits from Statistic

Minimum

Maximum

Date Selector

You can configure the following actions to occur in response to a date selector's value changing (i.e. a selection change event).

Source Element Target Element Target Configuration Option Target Sub-Element Possible Action(s)

Date Selector

Map Layer

Filter (Attribute)

List

Details

Serial Chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Categories from Grouped Values (Split By)

Pie chart

Categories from Fields

Categories from Features

Categories from Grouped Values

Indicator

Value

Reference from Statistic

Reference

Gauge

Value

Limits from Statistic

Minimum

Maximum

Category Selector

Categories from Features

Categories from Grouped Values

Numeric Selector

Limits from Statistic

Minimum

Maximum